Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i iShares Trust - iShares Morningstar Value ETF inkluderar Permian Investment Partners, LP, Permian Investment Partners, LP, Compass Rose Asset Management, LP, Aristides Capital LLC, Robertson Stephens Wealth Management, LLC, Monograph Wealth Advisors, Llc, Financial Engines Advisors L.L.C., Merit Financial Group, LLC, Edge Financial Advisors LLC, Duncan Williams Asset Management, LLC, Cruiser Capital Advisors, Llc, Two Sigma Investments, Lp, EP Wealth Advisors, Inc., Mercer Global Advisors Inc /adv, Principal Securities, Inc., Twin Peaks Wealth Advisors, LLC, Gladwyn Financial Advisors, Inc., O'shaughnessy Asset Management, Llc, och N.E.W. Advisory Services LLC .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
Uppgradera för att låsa upp premiumdata.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Mariner, LLC | 37 475 | 1,65 | 3 125 | 4,10 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 4 175 | 81,29 | 348 | 86,10 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 10 016 | 835 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 88 532 | 2,38 | 7 | 0,00 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 59 733 | 8,10 | 4 981 | 10,69 | ||||
| 2025-08-07 | 13F | Compass Rose Asset Management, LP | Put | 500 000 | 40 325 | |||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 6 770 | 565 | ||||||
| 2025-07-24 | 13F | Verde Servicos Internacionais S.A. | 800 | 0 | ||||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 542 | 46 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 12 412 | 20,47 | 1 035 | 23,36 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 929 | 0,76 | 77 | 2,67 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 8 089 | 28,32 | 675 | 31,38 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 1 199 | 100 | ||||||
| 2025-08-13 | 13F | Aristides Capital LLC | Put | 100 000 | 8 065 | |||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 11 813 | 50,24 | 985 | 54,87 | ||||
| 2025-08-14 | 13F | Monograph Wealth Advisors, Llc | 8 915 | 743 | ||||||
| 2025-07-16 | 13F | Kiley Juergens Wealth Management, Llc | 89 184 | 0,69 | 7 437 | 3,09 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 5 625 | 3,32 | 469 | 5,87 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 6 | 0 | ||||||
| 2025-08-14 | 13F | OnyxPoint Global Management LP | Put | 968 400 | 78 101 | |||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB | 31 526 | 414,63 | 2 629 | 427,71 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 1 132 | 0,44 | 110 | 20,88 | ||||
| 2025-08-14 | 13F | Optiver Holding B.V. | Call | 304 100 | 24,02 | 24 526 | 26,79 | |||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 135 984 | 2,10 | 11 340 | 4,54 | ||||
| 2025-08-14 | 13F | Optiver Holding B.V. | Put | 1 818 900 | 89,06 | 146 694 | 93,27 | |||
| 2025-08-12 | 13F | NorthStar Asset Management LLC /NJ/ | 64 957 | 6,77 | 5 417 | 9,30 | ||||
| 2025-08-14 | 13F | Cruiser Capital Advisors, Llc | 3 500 | 28 273 | ||||||
| 2025-08-05 | 13F | Tme Financial, Inc. | 3 208 | 0,50 | 268 | 2,69 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | Put | 0 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | Call | 0 | 0 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 410 991 | 1,97 | 34 273 | 4,40 | ||||
| 2025-08-07 | 13F | Marathon Trading Investment Management LLC | Put | 30 000 | 2 420 | |||||
| 2025-08-14 | 13F | Colony Group, LLC | 3 256 | 6,54 | 272 | 9,27 | ||||
| 2025-08-11 | 13F | Anb Bank | 14 548 | 2,16 | 1 213 | 4,66 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 812 173 | 2,54 | 67 727 | 4,98 | ||||
| 2025-07-25 | 13F | Means Investment Co., Inc. | 3 180 | 0,47 | 265 | 3,11 | ||||
| 2025-07-23 | 13F | Detalus Advisors, LLC | 10 825 | 34,02 | 903 | 37,29 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 9 878 | 0,34 | 824 | 2,75 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 15 783 | 3,27 | 1 316 | 5,79 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 16 480 | 0,01 | 1 374 | 2,38 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 65 | 1,56 | 5 | 0,00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | Put | 25 045 000 | 0,38 | 2 019 879 | 2,62 | |||
| 2025-07-09 | 13F | Brand Asset Management Group, Inc. | 15 233 | 4,14 | 1 270 | 6,63 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 140 745 | 4,87 | 12 | 10,00 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 79 691 | 50,79 | 7 | 50,00 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 7 910 | 184,23 | 660 | 191,59 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 2 770 | 231 | ||||||
| 2025-08-06 | 13F | Savant Capital, LLC | 25 961 | 0,07 | 2 165 | 2,46 | ||||
| 2025-07-14 | 13F | Matrix Trust Co | 700 341 | 1,56 | 58 | 3,57 | ||||
| 2025-08-08 | 13F | Creative Planning | 5 105 | 9,74 | 426 | 12,43 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 904 531 | 2,86 | 75 429 | 5,31 | ||||
| 2025-08-08 | 13F | Apex Wealth Management, LLC | 50 509 | 0,49 | 4 212 | 2,88 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 280 679 | 22,69 | 23 406 | 25,60 | ||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 3 982 | 332 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 231 524 | 2,78 | 19 308 | 5,24 | ||||
| 2025-07-29 | 13F | Horst & Graben Wealth Management LLC | 11 964 | 17,43 | 998 | 20,27 | ||||
| 2025-07-29 | 13F | Woodard & Co Asset Management Group Inc /adv | 290 457 | 0,38 | 24 221 | 2,78 | ||||
| 2025-07-18 | 13F | Ewa, Llc | 4 531 | 38,82 | 378 | 42,26 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 8 898 | 0,03 | 742 | 2,49 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 103 665 | 381,71 | 8 645 | 393,38 | ||||
| 2025-07-31 | 13F | Carrera Capital Advisors | 3 328 | 0,51 | 277 | 2,97 | ||||
| 2025-08-14 | 13F | Permian Investment Partners, LP | Call | 1 500 000 | 120 975 | |||||
| 2025-08-14 | 13F | Permian Investment Partners, LP | Put | 1 000 000 | 80 650 | |||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 359 | 1,99 | 30 | 3,57 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 2 742 | 229 | ||||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 3 300 | 275 | ||||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB | 841 410 | 0,11 | 70 165 | 2,49 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 6 395 | 21,83 | 533 | 24,82 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 2 936 | 245 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 113 090 | 14,15 | 9 431 | 16,87 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 12 463 | 1 039 | ||||||
| 2025-07-29 | 13F | Commons Capital, Llc | Put | 806 | ||||||
| 2025-08-13 | 13F | Proactive Wealth Strategies LLC | 4 392 | 0,48 | 0 | |||||
| 2025-08-12 | 13F | Picton Mahoney Asset Management | Call | 10 000 000 | 25,00 | 806 | 27,73 | |||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 3 634 | 5,52 | 303 | 8,21 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 23 383 | 0,73 | 2 | 0,00 | ||||
| 2025-07-29 | 13F | Gladwyn Financial Advisors, Inc. | 45 | 4 | ||||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 30 | 3 | ||||||
| 2025-07-22 | 13F | Steele Capital Management, Inc. | 702 675 | 1,67 | 58 596 | 4,09 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 7 842 | 654 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 200 | 17 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 59 044 | 0,06 | 5 | 0,00 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 3 683 | 0,49 | 316 | 9,38 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 14 036 | 7,35 | 1 170 | 9,96 | ||||
| 2025-08-13 | 13F | 1832 Asset Management L.P. | Put | 609 200 | 204,60 | 49 132 | 211,39 | |||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 203 897 | 6,42 | 17 003 | 8,95 | ||||
| 2025-08-05 | 13F | Sheridan Capital Management, LLC | 58 445 | 1,74 | 4 874 | 4,17 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 21 377 | 1 783 | ||||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 15 283 | 15,84 | 1 245 | 16,48 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 5 485 | 8,36 | 457 | 10,92 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 2 488 | 0,44 | 207 | 2,99 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 16 967 | 64,74 | 1 415 | 68,74 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 9 196 | 2,13 | 767 | 4,50 | ||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 6 750 | 569 | ||||||
| 2025-08-14 | 13F | Hrt Financial Lp | 22 300 | 2 | ||||||
| 2025-08-06 | 13F | Ipsen Advisor Group LLC | 12 970 | 1,99 | 1 082 | 4,44 | ||||
| 2025-08-14 | 13F | Group One Trading, L.p. | Put | 99 800 | 372,99 | 8 049 | 383,65 | |||
| 2025-07-24 | 13F | IFP Advisors, Inc | 102 | 628,57 | 9 | 700,00 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 141 788 | 0,37 | 11 823 | 2,67 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 4 601 | 316,38 | 384 | 325,56 |
